Episode No. 254 | May 07, 2025
Lessons and Similarities of Past Market Downturns
With Kenneth Klabunde
Today, I'm excited to welcome Kenneth Klabunde, founder of Precedent Asset Management in Indianapolis. When we last spoke with Kenneth four years ago, his firm was just getting established. Now, he's returned to share how his business has not only survived but thrived through recent m …
Episode No. 253 | April 23, 2025
How to Communicate Authentically with Clients During a Time of Crisis
With Ian Bloom, Meg Bartelt, Brian Thompson, and Leighann Miko
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We're honored to welcome XYPN members Ian Bloom, Meg Bartelt, Brian Thompson, and Leighann Miko as they share insights on communicating authentically with clients during times of uncertainty. Each of these financial advisors has transformed their practice by completing George Kinder's …
Episode No. 407 | April 09, 2025
A Decade of Building XYPN from the Inside Out
With Maddy Roche
Some moments in an organization’s journey feel pivotal—crossroads where we pause to reflect on where we started, how far we’ve come, and what’s next. This episode of Behind The Advisor is one of those moments. After nearly 11 years, Maddy Roche—our first employee and the longtime host …
Episode No. 406 | March 26, 2025
Navigating the Transition: How XYPN Sapphire Simplifies Going Solo
With Brian Muller, AAMS®
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On this episode of Behind the Advisor, I’m joined by Brian Muller, AAMS®, founder of Momentous Wealth Advisors and one of the first advisors to join XYPN Sapphire. Brian shares his journey through the industry, the challenges of his RIA transition, and how Sapphire provided the operat …
Episode No. 405 | March 12, 2025
The Art of Client Onboarding
With Libby Greiwe ChFC, RICP, FIC
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On this episode of Behind the Advisor, I'm thrilled to chat with Libby Greiwe ChFC, RICP, FIC, founder of The Efficient Advisor, about the power of a well-designed and automated client onboarding process. Libby shares her journey from working around the clock to building a seven-figur …
Episode No. 404 | January 22, 2025
Building a Purpose-Driven Practice in Three Months
With Rob Brown
XYPN Radio is excited to welcome Rob Brown, founder of Truest Fan Coaching, for an inspiring and thought-provoking conversation. Rob is an expert coach for RIA owners, helping them uncover their purpose and build businesses that align with their deepest values and goals. In this episo …
Episode No. 403 | January 08, 2025
Mastering Short-Form Video Marketing
With Nate Hoskin, CFP® and Nick Meyer, CFP®
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On this episode of XYPN Radio, I’m thrilled to chat with Nate Hoskin and Nick Meyer, two CFP® professionals based in Denver and co-founders of N2 Content Marketing. Together, we unpack the power of short-form video marketing for advisors. We dive into the why and how of creating diges …
Episode No. 402 | December 11, 2024
Work-Life Integration, Fulfillment, and Building Your Dream Firm
With Kristin Harad
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In this episode of XYPN Radio, we sit down with Kristin Harad—coach, former financial advisor, and marketing expert—for an inspiring conversation about personal and professional growth. Nearly eight years after her first appearance on the podcast, Kristin returns to share insights fro …
